Showing 11 to 20 of 31 articles: NETWEALTH INVESTMENTS | TUESDAY, 27 AUG 2019 Since their beginnings, the benefits of managed accounts have been well touted. Financial advisers in their hundreds told Netwealth in its 2019 AdviceTech research report of the trading efficiency, client engagement and tax efficiency outcomes they've ... Read more TOM BIGNILL | MONDAY, 15 OCT 2018 The advice world has been evolving under changing regulations since 2000 as a result of financial services reform, FOFA and now the Royal Commission. This rate of change is accelerating, and advice businesses need to adapt or perish. Read more MATT HEINE | TUESDAY, 18 SEP 2018 Momentum is continuing at a rapid pace in the adoption of managed accounts, the days of them being a niche service being offered by only limited platforms is long gone. Read more MICHAEL CROWE | MONDAY, 3 SEP 2018 About 30 kilometres from Melbourne's central business district lies the suburb of Croydon. Described as the gateway to the Yarra Valley's wineries and chocolateries, Croydon is home to less than 30,000 people. Read more HARRISON WORLEY | MONDAY, 3 SEP 2018 In the previous edition of Financial Standard, Karren Vergara explored managed accounts and how the $50 billion market impacts the lives of its ever growing client base. Managed accounts are clearly important, but they are just one-quarter of the investment ... Read more KARREN VERGARA | MONDAY, 3 SEP 2018 The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Read more ALEX DUNNIN | THURSDAY, 19 JUL 2018 Financial Standard's latest adviser survey on the adoption of managed accounts provides key insights on why the industry is enjoying dramatic growth. Read more YVONNE CHU | MONDAY, 12 FEB 2018 WHAT'S CHANGED? Read more MARTIN MORRIS | MONDAY, 16 OCT 2017 SMA growth forecasted to continue The continuing success of managed accounts appears to be showing no signs of abating. Australian Financial Service Licences (AFSL), advisers, stockbrokers and increasingly robo-advice offerings are driving this market ... Read more |
Latest News
Investment managers embracing AI: Mercer
According to a report by Mercer, nine out of 10 investment managers are either using or planning to use artificial intelligence (AI) in their investment strategies or asset class research.
Infrastructure a foundational portfolio asset class: IFM Investors
Infrastructure should be considered as an equally vital asset class for institutional investors as traditional asset classes, according to the latest annual IFM Investors Infrastructure Outlook.
HMC Capital acquires asset manager
HMC Capital acquired the asset manager in a $43 million deal.
BlackRock's Fink signals a tough road ahead for future retirees
In his annual letter to investors, BlackRock chair and chief executive Larry Fink said providing people a secure, well-earned retirement is much more challenging now that it was 30 years ago, and it will be "much harder" in the future.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.